Deglobalization, Depression, Depopulation, and Deflation - E250 This episode is a short clip of my Telegram live stream (also doing them as Twitter spaces) on 8 Sept 2022. The topic was a tweet thread by Mark Moss.
Bitcoin Fundamentals Report #207 This week, community announcements, bitcoin getting more integrated, price analysis, and mining sector news.
Bitcoin Fundamentals Report #206 This week, bitcoin ETF news, futures spreads, price analysis with headwinds and tailwinds, mining sector news, and macro update on Europe, China, and US.
The Geopolitics of Power - E249 History of power, the geopolitics of Athens and Sparta, Britain vs France, why some areas have different cultures and economics versus other places, and finally, where is it all going
Bitcoin Fundamentals Report #205 The bitcoin news cycle was slow, but I comment on the Ethereum saga, price and mining.
Reflexivity and the Merge - E248 This episode is a read through and reaction to Arthur Hayes' recent post about Ethereum's merge from a reflexivity perspective.